Summer 2027 Tax Intern

About the Role

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Intern for our 2027 Summer Internship program. This is a paid internship (30-40 hours per week) designed to provide college students with hands-on, career-related experience in the financial industry at a nationally recognized registered investment advisory.

Responsibilities

• Participate in financial planning and tax projects, as assigned
• Assist in the preparation of federal, state, and local individual and business income tax returns in UltraTax CS
• Create workpapers in Engagement Manager and SurePrep that effectively document project preparation
• Utilize FirmFlow (CRM/project management) and GoFileRoom (document storage) to maintain accurate workflow status
• Research and analyze a wide range of tax issues
• Other duties as requested by Tax Advisors and Tax Administrators

Requirements

• Enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
• Majoring in Finance, Accounting, or a related business degree
• Proficient in Microsoft Office and Adobe Applications
• Actively participating in campus organizations, preferably in a leadership role, and/or have professional work experience
• Strong collaboration, interpersonal, and communication skills
• Keen, consistent attention to detail
• Ability to maintain confidentiality
• Identify with Cerity Partners’ mission and demonstrate our core values

Benefits

• Competitive wages
• Flexible work schedules
• Updated facilities
• Collaborative and supportive work environment
• Opportunities for internal career moves
• Technology-forward solutions

Schedule

30-40 hours per week (summer internship program).

Why Cerity Partners

• Direct exposure to senior leadership and decision-makers
• Opportunity to work at one of the fastest-growing RIAs in America
• Hands-on training to build and strengthen wealth management and financial planning skills
• Experience within a culture that values collaboration, curiosity, and excellence
• Inclusive and diverse work environment